The document outlines the gender budgeting strategy in Andalusia as a means to promote gender equality through public financing, highlighting the persistent gender disparities and the framework established to address these issues. It details the components of the budgeting process from legal frameworks to specific methodologies implemented since 2003, including gender impact reports and audits. The strategy emphasizes the holistic integration of gender equality objectives within the budget cycle and the continuous training and cultural change initiatives within the administration.

1. Gender Budgeting in Andalusia:
An integral strategy for promoting gender equality
through public financing
Alicia del Olmo Garrudo
Head of GB Programme
Institute of Finance Public Studies -IEHPA
Regional Ministry for Finance, Industry and
Energy
Junta de Andalucía
Senior Budget Officials (SBO)
3rd Experts Meeting on Gender Budgeting
SESSION 4 / Sustainability of GB initiatives
OECD Headquarters, París, 19-20 September 2019

2. Contents
Public budget as a instrument to advance gender equality
in Andalusia
General Background1
2
3 Key factors of GB Sustainability in Andalusia
Administration
2

3. General Background
1

4. Comunidad Autónoma de Andalucía - SPAIN
• Total area: 87,597km2
• Population (2019) :
8,410,002
Men: 49.3%
Women: 50.7%
• Budget (2019): 36,495,5
M€
• GDP (2018): 160,812 M€
Andalusia
SPAIN
1
4

5. • Activity rate: 50.7% women – 63.6% men
(2T 2019)
• Employment rate: 38% women -52.4% men
(2T 2019)
• Part-time employment rate: 26.9% women
– 7.1% men (2T 2019)
• Gender pay gap: 3,969€ (2017)
1
Despite the advances, gender inequalities still
persist in Andalusian context
5

6. Gender inequalities. Some examples
• Women killed in gender violence
cases:
- 14 (2015)
- 5 (2016)
- 7 (2017)
- 12 (2018)
6
1

7. • Academic staff (teaching and research)
38.9% women – 61.1% men (2017)
• Main researcher (R&I Groups): women
(26.9%) in 2018.
• Full professors: women (21.7%) in 2018
7
1
Gender inequalities. Some examples

8. For Andalusian
Administration,
Budgeting is a
powerful tool for
achieving gender
equality
Establishing
priorities
Centrality
Programme
annual
revision
Gender
Equality Law
Legal
obligation
Accountability
8
1

9. 9
• Contributes to increase economic growth since gender
equality is not just a social justice issue but a
sinequanon prerequisite for sustainable development
and social cohesion.
• It also enhaces policy efficiency, transparency and
accountability.
Gender Budgeting Strategy in Andalusia
1

10. Public budget as an instrument to
advance gender equality in
Andalusia
2

11. PHASE 1
Publication
Law 18/2003
Gender Impact
Commission
of Budget
PHASE 4
G+ Methodology
(Launched in 2007)
PHASE 2
Legal framework
development
PHASE 3
Gender mainstreaming in the budget process
Gender Impact
Budget Report
RESEARCH, CAPACITY BUILDING AND AWARENESS RAISING – GOOD PRACTICES EXCHANGE
Andalusian GB Strategy - 2003-2019
22
PHASE 5
GB Auditing
(Since 2013)
11

12. 2003 2007 2013 CURRENTLY
Integral StrategyGB AuditsG+ MethodologyLaw 18/2003
Timeline of GB Strategy
2
12

13. Chair
Deputy chair
Regional
Ministries’
representatives
Institute for
Statistics
Women’s
Institute
Secretary
Vice-Ministry for Finance, Energy and Industry
Director General for Budget
Gender Impact
Commission
for Budget
Legal framework development
2
13

14. An annual gender impact Budget Report
FUTUREPRESENTPAST
3R-3T model
REALITY
Current situation
of equality
between men and
women in:
• Participation
• Labour Market
• Education
• Domestic
Violence
• Use of time
REPRESENTATION
Distribution of
power and
representation
between men and
women in
Andalusian
Administration
Institutions
RESOURCES-
RESULTS
(BUDGET)
Analysis of
budgetary
programs,
including equality
objectives,
actions and
evaluation
indicators
Legal framework development
14 published reports
 First report elaborated on 2005 Budget
and published on 2006 Budget.
 By law.
 It contributes to efficacy and
transparency .
2
14

15. 1. R. Ministerial Order for the elaboration of annual
budget
Equality criteria, priorities and gender objectives for G+
and G programs
2. Elaboration of Gender assessment reports for
preliminary draft budget
3. Gender Budget Impact Report
4. Other budget documents: Program basic document,
Program description, Economic –Financial report,
gender indicators, etc.
5. Gender Budget Audits
May
July
October
October
January - December
Key moments for gender mainstreaming
in annual budget process
2
15

16. Criteria
Programs that affect citizens
direct or indirectly
Relevance Yes No
Power to
transform
Power to transform with regards
to gender equality
Low
g1
Programs that affect
citizens fundamentally
internal or instrumental
g0
Programs without direct
effects on citizens
Capacity to
impact
Number of citizens affected by
the program's actions
(qualitative/quantitative
importance)
Medium
G
Low impact programs
Low change power,
relevance
and funcionality
Functional
relevance
The context in which the program
acts is recognised as strategic in
terms of gender quality
High
G+
Highly interesting programs
due to their power to
transform reality. Strong
impact and functional
relevance
Staff
management
The program has effects on staff
management within the Andalusia
Administration
Criteria
Affects people
G+ Scale
G+ Methodology
Focusing efforts and resources in more relevant
Budget programmes in terms of Gender
Equality
2
16

17. Gender integration in 2019 Budget
G+ programmes represent 72.4% of 2019 budget
Estrategia andaluza de presupuestos con enfoque de género
12
17

18. Resources-Results
18
1
G+
Classification
Number of
programmes
Initial Credit %
G+ 45 19,603,196,345 72.4% 3.7% 707,223,809
G 44 5,774,059,493 21.3% 8.4% 449,740,105
g1 22 1,471,187,759 5.4% 24.9% 292,896,343
g0 6 210,517,590 0.8% 3.4% 6,859,731
TOTAL 117 27,058,961,187 100.0% 5.7% 1,456,719,988
2019: initial discountedcredit toservicethedebt, FAGA, PIE, section35.00andInstitutions.
2018: initial discountedcredit toservicethedebt, FAGA, PIE, section35.00andInstitutions.
2019
Variation 2019/ 2018
Variation
2019 – 2018
Evolution of the budgetary programmes according to the G+ classification
2

19. Objective: Assess the degree of gender integration in
planning and performing of budget programmes and
public entities.
 Plan 2013-2014: 5 budgetary programmes.
 Plan 2015-2017: 26 programmes and public
entities.
 Plan 2018-2019: 4 budgetary programmes.
2
GB Audit: Evaluation for improving resources
efectiveness
19

20. Audit Agenda:
Progress
report
Technical
meetings
GB Audit
reports
GB Audit toolsDOE G+
Audit tools
GB Audit Model
developed by
Andalusian
Administration
20
2

21. GB Audits Audit reports
approved by the
Budget
Commision
DOE G+ :
Strategic
Planning
35 31 14
In process
21
2

22. Key factors of GB
Sustainability in Andalusia
Administration
3

23. Legal
Framework
Strategic
Leadership
Continous
innovation in
tools and
methodologies
Holistic
approach-
Complete
Budget Cycle
Permanent
Cultural
Change
work
Key factors of
sustainability
23
3

24. • 18/2003 Law of Fiscal and Administrative
Measures Art. 139.
• 12/2007 Law for the Promotion of Gender
Equality in Andalusia. Art. 8
• 1/2010 Decree, which approuves Modified Text
of General Law of Public Finance of Andalusian
Government.
• 9/2018 Law, which modifies previous Gender
Equality law 12/2007. Art. 8
Legal Framework
Legal
Framework
24
3

25. • Medium-term GB Strategy leaded by
Regional Ministry of Finance since the very
beginning….
…..Although Gender equality goals are
established by Law and by the Regional
Ministry in charge of it.
• Supported by high level technical
managers through the Commission.
Strategic Leadership
Strategic
Leadership
25
3

26. Continous auto-innovation
• Tailored Tools and Intruments, adapted
to the needs of Administration
• Auto-innovation
• Integrated in Budget Annual Process
• Creating incentives for improvement and
recognition: G+ Fund in 2011
Gender Impact
Report for the
Budget
G+ Methodology
Auto-
innovative
tools and
intruments
26
3
Gender Audit
Model

27. Complete Budget Cycle
Holistic approach
–Complete
Budget Cycle
27
3
Annual Budget
Planning
Gender Budget Working
Groups (July)
Gender Impact
Report for the
Budget
Other Budget
Documents:
Economic Report,
Budget
GB
Auditing
Plan
Gender
Impact
Commission
for the Budget
Audit
Reports
and
Results
NEW Strategic
Gender Budgeting
Planning
Gender
Equality
Objectives
G+ Map
Integrated
Strategy

28. Cultural change strategies
Annual Training Plan in GB:
• To avoid knowledge gaps due to staff mobility
• Andalusian Institute for Public Administration:
• 4 annual in-service programmes (25 each) in
Budget planning, evaluation and auditing.
• On line Training
• More than 2,200 trained staff in GB.
Annual Awarenness Raising Plan in GB:
• Bulletin on Economy and GB (monthly) and Newsletter
(weekly) etc. addressed to medium and high level
positions in the whole Administration.
• Social networks: Twitter, Facebook…
• Regional Ministry Gender Budgeting Website
• International Conference on Economy and Gender
Budgeting.
- Next Conference in Seville 2019 -
Permanent
Cultural
Change Work
28
3

29. Andalusia Administration has
been recognized by international organizations on
several occasions during last years for this work on GB.
• OECD (2017) Gender budgeting in OECD countries. Results of the 2016
OECD survey of gender budgeting practices.
• EIGE (2017): https://eige.europa.eu/gender-mainstreaming/methods-
tools/gender-budgeting
• IMF(2017) Gender Budgeting in G7 countries.
• Quinn, Sheila (2016) Europe: A Survey of Gender Budgeting Efforts. IMF
Working papers 16/155.
29
3

30. • Consolidated strategy led by Ministry of Finance, tailored to
Andalusian Administration.
• Established by Law (Autonomy Statute, Gender Equality Law and
Finance Law).
• Analyses expenses side of the Budget.
• Integral and holistic strategy affects the whole administration
and whole Budget cycle.
• Auto-innovative tools and methodologies.
• Based on continuous staff capacity building.
• Creating a sustainable gender culture through the budget.
Conclusions
3
30

31. Thank you very much for
your interest!
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